Institutional Ownership Unitedhealth Group Inc (UNH)
This table provides information about the institutional ownership of Unitedhealth Group Inc (UNH). We have compiled data on the 3,961 institutions that hold shares in the stock, with a total of 784 Million shares, which have been reported (via 13F filing form) to have a value of $226 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jul 09, 2025 Q2 2025 |
2,921
shares
|
$841,452
0.76% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
2,911
shares
|
$838,571
0.41% of portfolio
|
Q1 2025
Added 3.01%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
2,911
shares
|
$838,571
0.01% of portfolio
|
Q1 2025
Reduced 14.23%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,905
shares
|
$836,843
0.03% of portfolio
|
Q1 2025
Added 16.62%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
2,904
shares
|
$836,555
0.11% of portfolio
|
Q1 2025
Added 9.67%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
2,891
shares
|
$832,810
0.22% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Patton Albertson Miller Group, LLC
|
Jul 17, 2025 Q2 2025 |
2,890
shares
|
$832,522
0.12% of portfolio
|
Q2 2025
Added 1.58%
|
|
|
Meridian Financial Partners LLC
|
Apr 14, 2025 Q1 2025 |
2,889
shares
|
$832,234
0.77% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
2,878
shares
|
$829,065
0.16% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
2,875
shares
|
$828,201
0.28% of portfolio
|
Q1 2025
Reduced 2.34%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
2,874
shares
|
$827,913
0.37% of portfolio
|
Q1 2025
Reduced 70.37%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,866
shares
|
$825,608
0.39% of portfolio
|
Q1 2025
Added 3.2%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
2,863
shares
|
$824,744
0.15% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,863
shares
|
$824,744
0.04% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
2,856
shares
|
$822,727
0.52% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Investment Management Of Virginia LLC
|
Apr 26, 2023 Q1 2023 |
2,850
shares
|
$820,999
0.26% of portfolio
|
Q1 2023
Reduced 4.94%
|
|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
2,849
shares
|
$820,711
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
2,849
shares
|
$820,711
0.32% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
May 12, 2025 Q1 2025 |
2,843
shares
|
$818,983
0.98% of portfolio
|
Q1 2025
Added 4.29%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
2,835
shares
|
$816,678
0.61% of portfolio
|
Q1 2025
Reduced 56.68%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
2,833
shares
|
$816,102
0.29% of portfolio
|
Q1 2025
Reduced 53.11%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
2,832
shares
|
$815,814
0.23% of portfolio
|
Q1 2025
Reduced 17.48%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
2,824
shares
|
$813,509
0.24% of portfolio
|
Q2 2025
Added 36.95%
|
|
|
Algert Global LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,823
shares
|
$813,221
0.04% of portfolio
|
Q1 2025
Reduced 11.09%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
2,822
shares
|
$812,933
0.35% of portfolio
|
Q2 2025
Reduced 3.12%
|